In Podcast
2020 End of Year Planning Ideas
by As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving ... Read more
by In Podcast
Mailbag: Is Now The Time For An Early Retirement?
by Is it time to retire? Should you pay off the house? How much do you need to have in the bank? Sean answers these three listener questions on today’s podcast. ... Read more
In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
Read moreIn Podcast
10 Step Layoff Survival Guide, Part 2
by In continuation with our two-part series on how to survive a layoff or forced early retirement, we talk through five more steps on how to get through it. What options ... Read more
In Podcast
10 Step Layoff Survival Guide, Part 1
by The View From The Pinnacle What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need ... Read more
In Podcast
Talking with Matt Zagula about SMART Retirement and Taxation
by What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
Read moreIn Podcast
How to Find the Right Advisor
by One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? ... Read more
In Podcast
Baseball and Financial Planning with John Buck
by What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get ... Read more
In Podcast
State of the Market with Mike Sorrentino
by On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together ... Read more
In Podcast
Why We Aren’t Panicking About The Economy
by During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the ... Read more
In Podcast
Office Reopening and Things to Know
by As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety ... Read more
In Podcast
5 Things to Know About the CARES Act
by The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from ... Read more
In Podcast
Being Proactive With Your Financial Plan During a Pandemic
by Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let’s talk about taking a proactive approach to your finances during this ... Read more
In Podcast
Coronavirus Update: State of Business
by We’ve all been impacted by the coronavirus in one way or another. How has Sean’s team
responded and what can you do with your financial plan?
In Podcast
Financial Truths (In a World Full of Financial Fear)
by What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty ... Read more
In Podcast
Market Update: Coronavirus and Its Impact
by Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s ... Read more
In Podcast
Are You an Emotional Investor?
by Keeping emotions separate from your financial decisions should be everyone’s goal but is it easier said than done? Let’s take a look at the most common forces driving those decisions ... Read more
In Podcast
Will These News Headlines Matter for Your Finances in 2020?
by No matter where you get your news, a few different storylines continue to dominate the headlines when it comes to finances in 2020. Let’s discuss three of the biggest topics ... Read more
In Podcast
Taking Out the Trash From Your Portfolio
by When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will ... Read more